Summit Financial, LLC Purchases in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
4.06K
+ 81.38%
$84.77 - $97.13 $344K - $394K
9.05K $866K
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.95K
New
$38.04 - $45.36 $340K - $406K
8.95K $399K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.75K
+ 6.47%
$103.87 - $117.59 $182K - $206K
28.9K $3.39M
EEM
Ishares Msci Emerging Markets

ETFs
8.49K
New
$40.42 - $46.7 $343K - $397K
8.49K $389K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.34K
New
$271.23 - $308.75 $363K - $413K
1.34K $386K
XLB
Select Sector Spdr Fd Material

ETFs
3.66K
+ 94.74%
$86.95 - $97.09 $318K - $355K
7.52K $724K
VOX
Vanguard Communication Service

ETFs
2.62K
New
$129.82 - $145.39 $340K - $381K
2.62K $381K
PLD
Prologis, Inc.

Real Estate
707
+ 3.44%
$111.95 - $132.43 $79.1K - $93.6K
21.2K $2.68M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.62K
+ 66.54%
$122.48 - $142.51 $321K - $374K
6.57K $910K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.99K
New
$36.98 - $41.55 $332K - $373K
8.99K $369K
ADI
Analog Devices Inc

Technology
1.44K
+ 8.71%
$200.56 - $243.33 $289K - $351K
18K $4.14M
TXN
Texas Instruments Inc

Technology
1.84K
+ 10.26%
$194.6 - $194.6 $359K - $359K
19.8K $3.86M
DKNG
Draft Kings Inc.

Consumer Cyclical
4.36K
+ 2.44%
$29.85 - $41.1 $130K - $179K
183K $7.18M
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 2.04%
$44.74 - $53.22 $47.4K - $56.4K
53.1K $2.83M
CRM
Salesforce, Inc.

Technology
130
+ 0.68%
$238.42 - $276.53 $31K - $35.9K
19.2K $5.26M
FDL
First Tr Morningstar Dividend

ETFs
6.97K
+ 52.46%
$37.66 - $42.06 $263K - $293K
20.3K $849K
NOW
Service Now, Inc.

Technology
193
+ 12.01%
$730.87 - $937.36 $141K - $181K
1.8K $1.61M
AEP
American Electric Power CO Inc

Utilities
456
+ 2.29%
$87.11 - $104.95 $39.7K - $47.9K
20.4K $2.09M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.78K
+ 44.33%
$57.22 - $80.08 $159K - $222K
9.04K $705K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.18K
+ 5.5%
$36.02 - $41.68 $115K - $133K
61.1K $2.52M
PGR
Progressive Corp

Financial Services
668
+ 18.2%
$209.46 - $259.24 $140K - $173K
4.34K $1.1M
FENY
Fidelity Covington Tr Msci Ene

ETFs
14K
New
$23.09 - $25.75 $322K - $360K
14K $336K
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.47K
New
$47.12 - $51.72 $305K - $335K
6.47K $330K
APO
Apollo Global Management, Inc.

Financial Services
2.64K
New
$99.16 - $125.81 $261K - $332K
2.64K $329K
AZN
Astrazeneca PLC

Healthcare
4.22K
+ 75.21%
$76.67 - $87.62 $324K - $370K
9.84K $766K
NVT
N Vent Electric PLC

Industrials
4.67K
New
$60.72 - $81.19 $283K - $379K
4.67K $327K
DHR
Danaher Corp

Healthcare
364
+ 4.54%
$239.25 - $280.76 $87.1K - $102K
8.38K $2.33M
VEEV
Veeva Systems Inc

Healthcare
1.55K
New
$180.43 - $223.9 $279K - $346K
1.55K $324K
DE
Deere & CO

Industrials
369
+ 9.53%
$344.84 - $418.0 $127K - $154K
4.24K $1.77M
AME
Ametek Inc

Industrials
1.81K
+ 105.3%
$152.74 - $176.01 $276K - $318K
3.53K $605K
WELL
Welltower Inc.

Real Estate
2.48K
New
$104.0 - $129.74 $258K - $321K
2.48K $316K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.55K
+ 35.95%
$72.18 - $107.33 $112K - $166K
5.86K $622K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8.9K
New
$27.14 - $35.2 $242K - $313K
8.9K $311K
GOOG
Alphabet Inc.

Communication Services
5.71K
+ 14.39%
$149.54 - $192.66 $853K - $1.1M
45.4K $7.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.39K
+ 2.88%
$92.63 - $105.69 $129K - $147K
49.6K $5.17M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.92K
+ 85.14%
$63.82 - $70.54 $250K - $277K
8.52K $601K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.62K
+ 3.21%
$74.26 - $78.84 $120K - $127K
52K $4.08M
VNQ
Vanguard Specialized Funds Van

ETFs
1.92K
+ 23.3%
$82.97 - $98.97 $160K - $190K
10.2K $991K
SPOT
Spotify Technology S.A.

Communication Services
196
+ 4.85%
$290.16 - $384.01 $56.9K - $75.3K
4.24K $1.56M
AMP
Ameriprise Financial Inc

Financial Services
39
+ 0.63%
$391.53 - $469.81 $15.3K - $18.3K
6.28K $2.95M
FTV
Fortive Corp

Technology
3.59K
New
$67.01 - $79.2 $241K - $284K
3.59K $283K
BMY
Bristol Myers Squibb CO

Healthcare
2.8K
+ 20.98%
$39.66 - $51.75 $111K - $145K
16.1K $835K
UL
Unilever PLC

Consumer Defensive
4.29K
New
$54.7 - $65.59 $234K - $281K
4.29K $278K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.67K
+ 9.01%
$64.35 - $75.71 $108K - $127K
20.2K $1.49M
CSWC
Capital Southwest Corp

Financial Services
10.8K
New
$23.56 - $27.07 $254K - $292K
10.8K $273K
GL
Globe Life Inc.

Financial Services
2.5K
New
$80.92 - $109.6 $203K - $274K
2.5K $265K
PM
Philip Morris International Inc.

Consumer Defensive
478
+ 4.66%
$101.25 - $127.45 $48.4K - $60.9K
10.7K $1.3M
PANW
Palo Alto Networks Inc

Technology
708
+ 9.57%
$294.18 - $368.01 $208K - $261K
8.1K $2.77M
JEF
Jefferies Financial Group Inc.

Financial Services
45
+ 0.21%
$49.97 - $62.49 $2.25K - $2.81K
21.6K $1.33M
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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